Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.4B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,585
New
Increased
Reduced
Closed

Top Buys

1
+$1.3B
2
+$806M
3
+$381M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$228M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$201M

Top Sells

1
+$1.23B
2
+$202M
3
+$94.2M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$68.7M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$55.6M

Sector Composition

1 Technology 3.06%
2 Financials 1.51%
3 Healthcare 1.3%
4 Consumer Discretionary 1.25%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$22K ﹤0.01%
2,395
+901
2252
$22K ﹤0.01%
353
+247
2253
$22K ﹤0.01%
901
2254
$22K ﹤0.01%
1,718
-5,030
2255
$22K ﹤0.01%
1,300
+1,000
2256
$22K ﹤0.01%
464
2257
$22K ﹤0.01%
+700
2258
$22K ﹤0.01%
+1,080
2259
$22K ﹤0.01%
+807
2260
$22K ﹤0.01%
511
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2261
$22K ﹤0.01%
990
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2262
$22K ﹤0.01%
66
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2263
$22K ﹤0.01%
2,616
2264
$22K ﹤0.01%
689
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2265
$21K ﹤0.01%
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2266
$21K ﹤0.01%
184
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132
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$21K ﹤0.01%
913
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$21K ﹤0.01%
1,565
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2270
$21K ﹤0.01%
114
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2271
$21K ﹤0.01%
486
+100
2272
$21K ﹤0.01%
647
2273
$21K ﹤0.01%
955
2274
$21K ﹤0.01%
217
+74
2275
$21K ﹤0.01%
+890
89 90
91
92 93